See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,548 | $171,865-50.2% | $149,718-42.9% | $147,584-42.0% |
| Participation rate | 89.5% | 88.2%+1.3pp | 87.1%+2.4pp | 82.8%+6.6pp |
| Annual return | 26.58% | 2113.22%-2086.6pp | 1501.63%-1475.0pp | 578.55%-552.0pp |
| Employer contribution / active EE | $1,959 | $6,275-68.8% | $5,445-64.0% | $4,876-59.8% |
| Participant deferral / active EE | $3,499 | $7,271-51.9% | $6,569-46.7% | $5,439-35.7% |
| Admin fee / account holder | $2,945 | $13,799-78.7% | $11,283-73.9% | $10,885-72.9% |